The host says he left Tesla's Q2 earnings call more bullish than ever, arguing that beneath a seemingly flat headline robotaxi miles chart, unsupervised (driverless) miles are scaling exponentially, FSD subscriptions hit a record, and the company posted record overall revenue. He frames Tesla as an AI company whose robotaxi, Optimus, chips, and energy businesses are all inflecting at once, even though the stock itself has been range-bound.